Compare · 4 funds side by side · dividends reinvested

FSML, DFAS, IWF and VTV

FSMLFranklin Templeton×DFASDimensional×IWFiShares×VTVVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,865VTV · best of the four

02 / 04

FSML, DFAS, IWF and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.6%+21.5%+17.7%+7.1%−9.4%16.0%$33.7B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.9

Franklin Small Cap Enhanced ETFUS Stock Styles · Small cap0.45%0.51%+16.8%[…][…][…][…][…]$146M3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: FSML 2025 · DFAS 1992 · IWF 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Franklin Small Cap Enhanced ETF · $146M[…]

FSML

IWF

iShares Russell 1000 Growth ETF · $115B$15,441

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FSMLMeasureIWF

+16.8%Year to dateJan 1 → Nov 9−5.3%

[…]1 yearTotal return−6.5%

[…]3 years · per year$10,000 became […] · $17,022+19.4%

[…]5 years · per year$10,000 became […] · $15,442+9.1%

0.45%Expense ratio$45 · $18 a year on $10k · lower is better0.18%

0.51%Trailing 12-mo yield$51 · $39 a year on $10k0.39%

[…]Worst dropSmaller is better−14.6%

[…]VolatilityLower is calmer19.4%

FSMLIWF Winner of the row, in its colourEach row: the bigger of the two fills its side

2–1FSML wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FSML vs IWF: Top 5 Holdings

Today

FSML

7.2%in top 5

IWF

in top 539.8%

FSMLStockIWF

not top 5NVDA14.1%

not top 5AAPL9.0%

not top 5MSFT6.6%

not top 5GOOGL5.5%

not top 5AVGO4.5%

1.6%BOXnot top 5

1.4%HNGEnot top 5

1.4%EXPOnot top 5

1.4%VLYnot top 5

1.3%JXNnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

FSML vs IWF Returns, Every Period

Franklin TempletonFSML

[…]

past year

IWFiShares

−6.5%

past year

FSMLIWFFaded: behind in that period

1–0FSML wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

FSML vs VTV

YTD

Franklin TempletonFSML

+16.8%

VTVVanguard

+20.9%

+16.8%Year to date+20.9%

[…]Worst drop · 1Y−6.4%

[…]Volatility · 1Y10.8%

0.5%Yield1.8%

$146MAssets$184B

2–0VTV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FSML, DFAS, IWF, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWF0.18%$18

DFAS0.30%$30

FSML0.45%$45

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FSML, DFAS, IWF, VTV

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

DFAS1.00%$100

FSML0.51%$51

IWF0.39%$39

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

DFAS$100 − $30 = $70

IWF$39 − $18 = $21

FSML$51 − $45 = $6

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FSML, DFAS, IWF, VTV

Today

13.7%most shared, FSML and DFAS

FSMLDFASIWFVTV

FSML—13.7%0.0%0.0%

DFAS13.7%—1.4%0.1%

IWF0.0%1.4%—11.8%

VTV0.0%0.1%11.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

DFASWorst drop−9.4%16.0% vol

IWFWorst drop−14.6%19.4% vol

FSMLWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VTVFSML

+20.9%Year to date+16.8%

1.8%Yield0.5%

+25.4%Past year[…]

0.03%Fee0.45%

3–0VTV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026